Real-Time Tax Transcript Access: Your Secret Weapon for Tax Season Success

Boost Accuracy and Efficiency with TaxNow’s Transcript Guide

Tax transcripts are essential for precise filings, faster data collection, and resolving discrepancies. Discover how to leverage these documents to streamline your workflow and deliver exceptional client service this tax season.

What’s Inside the Guide:

‍Types of Tax Transcripts: Learn about Tax Return Transcripts, Tax Account Transcripts, Wage & Income Transcripts, and more.
‍How to Access Transcripts: Discover the most efficient ways to access IRS transcripts, from snail mail to third-party tools.
‍The Benefits of Tax Transcripts: Understand how transcripts help tax pros avoid errors, speed up filing, and improve client service.
‍Leveraging Transcripts in Different Scenarios: Use transcripts to onboard new clients, streamline current-year prep, and avoid long IRS wait times.

Ready to Improve Your Workflow?

Download the guide and learn how to streamline your process with tax transcripts this season.
‍Designed for Professionals, Tailored for Success
‍TaxNow was crafted with the insights of experienced tax professionals to meet your exact needs. Our intuitive dashboards and proactive alerts are your first line of defense against IRS issues, allowing you to address them promptly—saving time, stress, and money for both you and your clients. Our features include:
‍Real-Time Transcript Alerts: Stay on top of IRS transcript updates with immediate push notifications. Be the first to know about critical changes, from refunds to potential audits, ensuring you can act swiftly and keep your clients informed.
Instant IRS Access: Bypass the need for a CAF Number or E-Services Account. With TaxNow, you can instantly access your clients' IRS information via a Section 7216 authorization, streamlining your workflow.
‍Efficient Client OnBoarding: Welcome new clients with ease. TaxNow Pro integrates IRS compliance checks and offers immediate access to prior-year tax transcripts, setting the stage for accurate fee projections and compliance.